Microsoft Introduces Viva Sales: CRM, Microsoft 365 and Teams Working Together
Viva Sales is a new seller experience application from Microsoft that combines any customer relationship management technology (CRM), Microsoft 365, and Microsoft Teams to create a more simplified and AI-powered selling experience. The way we work has changed dramatically in the last two years. In today’s hybrid environment, employees want more from their employers, from the tools they use to the hours and locations where they work. For sellers, the hybrid work environment means spending more time connecting with clients and closing deals via video conferencing, chats, email, and documents.
To keep on top of their accounts, salespeople need to access their CRM system — as well as other applications and databases – several times a day. As they traverse between these diverse systems and the collaboration and productivity tools they’re utilizing to do administrative duties, collaborate internally, and work on transactions, this adds up to dozens of interruptions. However, all that matters to sellers is spending more time with their customers.
But what if everything a salesman needs to complete their work was gathered in one location — where they already spend the majority of their time – in calls, meetings, and chats? What if their customer records, data, and tasks were arranged intelligently and easily available via the tools they use every day? What if the collaboration environment that merchants use to communicate with customers automatically calculates the next best step and analyzes sentiment?
Microsoft and its system has a chance of making a real impact with Viva Sales.
How much more influence might sellers have on customers, and how much more time could they spend with them? How would it help them sell more effectively? And how much more money could they bring in for their business?
A brand-new seller experience app.
Viva makes sellers’ lives easier while also complementing their CRM as a smart CRM companion. Consider how many customer and deal details are already stored in Outlook, Teams, and Office products such as Word, Excel, and PowerPoint, but never make it into the CRM system. Because the seller is responsible for manually entering data, these insights are difficult to collect.
Viva helps sellers to be better engaged with their customers by supplementing the CRM system with customer engagement data from Microsoft 365 and Teams, as well as the power of artificial intelligence (AI).
This results in more tailored customer engagements and faster closed deals. This is accomplished through a simple customer tagging function, which automates data collection, saves time for the seller, and gives their company a more full picture of the deal and client status. With AI incorporated throughout, Viva Sales acts as a sales coach, providing tips and reminders to help drive deals forward. This intelligence layer gives sellers with the data they require to increase their productivity.
The sales experience re-imagined.
The future of selling does not entail learning a new system. It’s about giving salespeople the information they need at the appropriate moment, in the right context, through tools they’re already comfortable with, so their work experience can be optimized. Microsoft Viva, which was released last year and delivers an integrated employee experience platform that supports everyone throughout their employee journey, is the foundation for Viva Sales. Viva combines communications, knowledge, learning, goals, and insights to enable anybody and any team to achieve more from any location. With Viva Sales, we’re introducing the first role-based Viva application tailored to the needs of sellers.
Microsoft is rethinking sales with Viva Sales, providing salespeople with AI-driven insights and data automation right in the flow of work — in Microsoft 365 and Teams, the productivity and collaboration tools that millions of people use every day.